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H4 Diversified Fund  |  South African-Multi Asset-High Equity
Reg Compliant
20.2487    +0.0904    (+0.448%)
NAV price (ZAR) Wed 5 Nov 2025 (change prev day)


H4DB1 B1-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.40% 1054.00 999.13
6 Mnths* 11.67% 1116.70 1013.82
1 Year 19.67% 1196.70 1034.09
3 Years 15.50% 1540.90 1042.07
5 Years 14.17% 1939.80
10 Years 9.53% 2484.10 1050.43
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.31% 304.64 299.84
6 Mnths* 7.95% 628.44 603.29
1 Year 17.11% 1317.25 1159.68
3 Years 14.39% 4522.87 3346.37
5 Years 12.94% 8465.23 5732.34
10 Years 10.89% 21755.72 12389.35
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     H4 Diversified Fund - B1 Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised

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